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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,224 | $92,684-79.3% | $82,706-76.8% | $134,509-85.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.19% | 945.84%-964.0pp | 701.76%-720.0pp | 418.13%-436.3pp |
| Employer contribution / active EE | $2,618 | $3,272-20.0% | $3,007-12.9% | $4,741-44.8% |
| Participant deferral / active EE | $9,177 | $4,800+91.2% | $4,394+108.9% | $6,400+43.4% |
| Admin fee / account holder | $406 | $5,982-93.2% | $5,329-92.4% | $11,427-96.5% |